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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

31 hedge funds and large institutions have $235M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+9
Holders Change %
+40.91%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
10
Increased
15
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
SVA Wealth Management
Wisconsin
+$30.2M
2
BT
Beacon Trust
New Jersey
+$9.12M
3
UBS Group
UBS Group
Switzerland
+$8.61M
4
Jane Street
Jane Street
New York
+$7.71M
5
Morgan Stanley
Morgan Stanley
New York
+$4.03M

Top Sellers

1
SAM
Shamrock Asset Management
Texas
-$584K
2
Bank of America
Bank of America
North Carolina
-$361K
3
SFG
SNS Financial Group
Minnesota
-$204K
4
CB
Community Bank
New York
-$4.42K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.45K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$72.9M -$1.45K -23 -0%
SWM
2
SVA Wealth Management
Wisconsin
$32.8M +$30.2M +478,084 +1,163%
TIM
3
Total Investment Management
Arizona
$32.4M +$2.06M +32,605 +7%
NA
4
Nottingham Advisors
New York
$31.2M +$931K +14,736 +3%
BT
5
Beacon Trust
New Jersey
$11.9M +$9.12M +144,932 +324%
Jane Street
6
Jane Street
New York
$11.7M +$7.71M +122,029 +193%
UBS Group
7
UBS Group
Switzerland
$10.2M +$8.61M +136,310 +559%
CB
8
Community Bank
New York
$7.47M -$4.42K -70 -0.1%
QA
9
Quantitative Advantage
Minnesota
$6.17M +$1.75M +27,690 +40%
FWM
10
Frontier Wealth Management
Missouri
$4.33M +$327K +5,179 +8%
Morgan Stanley
11
Morgan Stanley
New York
$4.03M +$4.03M +63,856 New
SCM
12
Sterneck Capital Management
Missouri
$2.47M +$119K +1,880 +5%
Bank of America
13
Bank of America
North Carolina
$1.73M -$361K -5,712 -17%
SFG
14
SNS Financial Group
Minnesota
$1.27M -$204K -3,232 -14%
LPL Financial
15
LPL Financial
California
$671K +$92.9K +1,477 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$470K +$4.74K +75 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$447K +$45.8K +725 +11%
LWAC
18
Laurel Wealth Advisors (California)
California
$344K +$344K +5,452 New
FCAG
19
First Capital Advisors Group
New Jersey
$338K +$338K +5,354 New
CA
20
Cetera Advisors
Colorado
$320K +$320K +5,059 New
SFSIG
21
San Francisco Sentry Investment Group
California
$312K +$312K +4,945 New
NPC
22
National Planning Corporation
California
$306K +$306K +4,872 New
ICOA
23
Investment Centers of America
North Dakota
$298K +$82K +1,300 +38%
BIAS
24
Beacon Investment Advisory Services
New Jersey
$257K +$257K +4,069 New
AP
25
Appleton Partners
Massachusetts
$247K +$247K +3,910 New
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